Welcome to

Oaktree Financial Services

FINANCIAL PLANNING
- Protecting you and your future

About Us

Like the Oak Tree we symbolise Strength, Protection, Stability & Longevity - from one generation to the next.

Since first opening the doors of our Fermoy office in 2010, Oaktree Financial Services have been sharing advice and offering a comprehensive range of financial and insurance services to help protect you, your family and your business. With our Dublin office we are ensuring that we cover both capitals!

As an impartial and non biased, family owned financial services practice, we are committed to giving you the right financial advice for your family and the right insurance cover for your business.

At Oaktree we fully understand that every family is unique, every business is different; which is why we offer tailor-made financial and insurance advice and services to suit your needs. Our team of Financial Planners have over 50 years of experience between them, a contributing factor to ensuring your needs are managed effectively. Our success has been built on this experience, our knowledge of the Irish financial services and insurance market, but most importantly, our strength in building relationships, and commitment to providing an unrivalled level of customer service.

We are not tied to any bank, investment or insurance company, which means we always give you impartial advice, and continuously evaluate the best financial products on the market. As a financial broker we deal with all the leading financial institutions operating in Ireland, ensuring that you get the best solution for you at the best possible price.